I can see how vital it is to send invoice reminders to your customers in QBO, Simon.
While QuickBooks Online allows you to send invoice reminders to specific customers, it doesn't currently offer a feature to automatically send reminders to specific individuals within a company, even if they're listed as contacts in the same firm.
The automatic invoice reminders are typically sent to the primary contact email associated with the customer. While you can set up multiple contacts for a single customer, the system will still send the reminder to the primary contact.
While this option isn't available, here are a few alternatives you can consider:
Instead of automatic reminders, you can also send them manually. Here's how:
- Go to Sales and select Invoices.
- Find and choose the invoice you'd like to send a reminder for.
- From the Batch actions dropdown, select Send reminder.
- Enter your message and click Send.
Explore third-party apps: Some apps integrate with QuickBooks and offer more advanced features, including targeted invoice reminders.
Consult a developer: If you're comfortable with coding, you could potentially create a custom workflow or script to automate the process of sending targeted reminders based on specific criteria. You can also consult with other developers in the Intuit Developer Community.
After sending invoices, it's time to record the invoice payments in your QBO account.
Please let me know if you have additional concerns with sending invoice automation using QuickBooks Online. I'm always here to assist you.
